# Fidato Wealth LLC

Fidato Wealth LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://fidatowealth.com
- **LinkedIn:** https://www.linkedin.com/company/danielyergan

## Regulatory record

- **CRD number:** 158173
- **SEC file number:** 801-108417
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158173

## About

Fidato Wealth is a wealth management firm focused on meaningful impact and strengthening families. Its purpose is about creating legacies, empowering lives, and building partnerships that thrive long into the future, with every interaction meant to be deeply personal and meaningful. Fidato Wealth LLC is a Registered Investment Adviser offering comprehensive fiduciary advice and holistic wealth planning.

## People

- Tony D’Amico — CEPA®, CFP® — Founder, CEO
- Amy D’Amico — CEPA® — Co-Founder, Chief Finance & People Officer
- Lindsay Fiore — Partner — Chief Operating Officer
- Marissa Beyer — CFP® — Partner, Director of Advisory
- Brian Eberhardt — Partner — Director of Advisor Development & Success
- Daniel Yergan — MSPFP, CFP® — Lead Wealth Advisor
- Brennan Thiergartner — CFP® — Business Intelligence Lead, Wealth Advisor
- Glenda Wilder — Lead Client Service Specialist
- Emily Mathews — Client Service Specialist

## Questions

### Who runs investment decisions at Fidato Wealth LLC?

No named investment professionals or principals are publicly associated with the firm. Its leadership team has not been disclosed in corporate filings, media reports, or the firm's own communications.

### How does Fidato Wealth LLC source deal flow?

There is no public information about Fidato Wealth's sourcing model. The firm's approach to proprietary deal flow, relationships with intermediaries, or co-investment networks has not been described in any verifiable source.

### What investment stages does Fidato Wealth typically target?

No investment-stage preferences have been disclosed. The firm's target stages — whether venture, growth, buyout, or credit — are unknown.

### Which sectors does Fidato Wealth explicitly avoid?

No sector limitations or avoidance policies have been published. The firm's investment universe is entirely undefined in the public domain.

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Last updated: 2026-08-11T15:06:42.396Z

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